-2.6%
BAX vs ODFL
+24.1%
-26.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -7.9% | -3.3% | -4.6% | -6.7% |
| 30D | -11.7% | -15.3% | +3.6% | -6.2% |
| 3M | +16.2% | -27.3% | +43.5% | +30.7% |
| 6M | +32.0% | -4.5% | +36.5% | +32.2% |
| YTD | +24.7% | +15.1% | +9.6% | +17.8% |
| 1Y | -2.6% | +21.1% | -23.7% | -10.8% |
| All | -2.6% | +24.1% | -26.8% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ODFL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling